Advisor at Reg Capital Advisors
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Firm
Reg Capital Advisors
Location
Southport, NC
Credentials
CFA®, Series 63, Series 65
Industry experience
19 years
Richard Greulich Jr. is a CFA® charterholder with 19 years of industry experience. He has been with REG Capital L.L.C. since 2006 and is the sole advisor at Reg Capital Advisors in Southport, NC. Reg Capital Advisors provides discretionary portfolio management to individuals, IRAs, corporations, and charitable organizations. The firm focuses on a “Value Plus Favorable Change” investment approach, targeting low-valuation securities with potential for fundamental improvement, typically constructing concentrated portfolios of smaller-cap stocks and employing a mix of fundamental, technical, and cyclical analysis supported by proprietary research and direct company contacts.
Based on Reg Capital Advisors
20% of net profits annually subject to a high water mark
Account minimum: $250,000
Southport, NC
North Carolina
REG Capital L.L.C.
2006 - Present (20 years)
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